PLAN (Sept. – Oct.)
1. Review on-demand webinar
2. Review strategy brief and campaign goals
3. Personalize 2012 Last-Chance Financial Planning Checklist
4. Submit to compliance
5. Contact COIs about participating (optional)

PROMOTE (Oct. – Nov.)
6. Build campaign list (clients and prospects)
7. Make pre-campaign calls to top clients
8. Send e-mail #1 (introductory)
9. Post checklist to web, social media
10. Print and Mail checklist and cover letter
11. Send email #2 (checklist)
12. Send email #3 (reminder)

CALL CLIENTS AND PROSPECTS (Nov. – Dec.)
13. Customize phone scripts
14. Start phone calls to clients (leave voicemail)
15. Follow-up calls to prospects

HOLD MEETINGS (Nov. – Dec.)
16. Set appointments to address checklist issues
17. Conduct meetings and set plan

Preview the Last-Chance Toolkit

1. Helps you set appointments with both clients and prospects.
2. Keeps you top of mind.
3. Positions you as an expert.
4. Demonstrates your commitment to smart client service.
5. Shows prospects you're concerned about their situation.
6. Reinforces "Peace of Mind" for clients: You've got them covered.
7. Is totally client-centered—it's all about them.
8. Uncovers opportunities to address important issues.
9. Shows off solutions you have for clients' problems.
10. Demonstrates the importance of having a financial advisor watching over clients' financial lives.
11. Builds your reputation as a thorough advisor.
12. Gives clients attention—the kind they can appreciate.
13. Shows you're a results-oriented advisor.
14. Reinforces accountability: We've all got stuff to stay on top of, and your job is to help them figure that out.
15. Reflects well on your competence and reinforces clients' confidence in you.
16. Keeps you focused on your clients' goals of achieving prosperity and financial security.

Turn $200 Into $5,000—Or More

Every marketing effort you undertake should include a frequent analysis of your return on investment (ROI).

It's a critical approach to running your business, and as an entrepreneur in the financial services industry, I encourage you to apply an ROI analysis to all that you do. So consider this…

Take our urging to heart and bolster your 4th Quarter client service and prospecting strategy starting today. Do the Last-Chance Financial Planning Checklist Campaign.

Follow all directions, tips, insights, templates, and procedures we've pulled together for you. And then look at your ROI in terms of your use of the Last-Chance Checklist Campaign…

For the small investment of $200, you're getting a game plan that will lead to:

Increased loyalty and referrals. Beefing up your end-of-year client service by getting in front of clients with the Last-Chance Checklist further cements your connection to your clients. It's a terribly important activity that also sets you up for more referrals. Your $200 investment in the Checklist Campaign is like buying a small insurance policy on client loyalty. Again, consider the ROI.

New clients. If you increase the number of smart communications you have with clients and prospects each year, you're increasing the number of opportunities you have to convert new prospects to new clients. How much is that worth? A typical new account average is $100,000 (and I know many, many advisors whose typical new account average is vastly higher). You can do your own math for your situation. But I'm certain you'll find a very good ROI from the $200 it costs to get the 2012 Last-Chance Financial Planning Checklist Campaign.

Marketing discipline. If there's one key message to share with you about the Checklist Campaign, it is this: By doing this campaign, and others like it, regularly, you're honing your skills and building the supporting marketing infrastructure within your business and team.

You're adding a very valuable asset to your business—core competency in a profitable and effective marketing strategy. The plan to do it, the 2012 Last-Chance Financial Planning Checklist Campaign, is just a $200 investment.

Reduced stress. Let's face it: Clients are very, very antsy these days. Returns are low. Risk is high. The retirement clock is ticking. So it helps in a very meaningful way when clients hear from you in an end-of-the year client service campaign like this one. People want to know their advisor is looking out for them. The price of reduced stress? $200—or just $4.41 a day for the 4th Quarter.

Meaningful 2012. The Checklist Campaign is designed to trigger interactions between you and your clients and prospects. It's meant to give you a chance to identify issues and solve problems before they get too big or worrisome. So it's a chance for you to connect, again, on a deep, professional level. It's why you're in the business, right?

11 Things to Do With Your Checklist

In addition to running your Last-Chance Financial Planning Checklist Campaign, there are a variety of other uses for your Checklist. Consider these additional or alternate uses:

1. Put the Checklist in your email newsletter throughout the rest of the year.
2. Post the Checklist to your Facebook page if you have one.

3. Print and hand out the Checklist in meetings with clients and prospects.
4. Promote your campaign in local news outlets and include a copy with your press release.
5. Send Checklist to all or some of your clients.
6. Do a special mailing to your top prospects.
7. Post the Checklist to your LinkedIn page.
8. Add the Checklist to your website.
9. Tweet about your campaign and link to your Checklist.
10. Hand out the Checklist at local networking meetings.
11. Add it to your marketing kit.
12. Send copies to your COI list.

Don't Miss This Opportunity—Order Your Checklist Campaign Today

I urge you to launch an end-of-the-year Checklist Campaign today and guarantee for yourself that you and your clients will finish the year in a strong, forward-looking position.

It just has so many positives built in for your business and really, no serious down sides.

It helps you grow your business. It boosts your confidence in your own business and your clients' confidence in the value they're receiving from you.

It makes you a better advisor.

So please take advantage of this time-limited, low-risk-opportunity.

You deserve all the benefits enjoyed by top advisors who've mastered the art of connecting with clients throughout the year.

And now is an ideal time to get the campaign organized and set for the 4th Quarter. Go ahead and order your Checklist Campaign now.

Order Your Branded Last-Chance Financial Planning Checklist for 2012 and Enjoy These Key Features:

1. Instant, branded PDF—Share it right now right through the fall.
2. Step-by-step Marketing toolkit to guide you and your team.

Get Your PDF version of the Last-Chance Checklist, and complete campaign toolkit, for just $200

What Happens Next?

Once you place your order for the Checklist Campaign, you'll be ready to begin your personalization of your Checklist Campaign. There are several ways to do it:

• 1) Do it yourself following the instructions on the thank-you page. You'll be instructed on how to use your photo and logo and how to add all your contact info and disclosures to your Checklist.
• 2) Call Horsesmouth Member Support at (888) 336-6884 ext.1. We'll work with you to get your Checklist set.
• 3) Download your Last-Chance Financial Planning Checklist Toolkit. It has all the templates, tools, and tips you need for compliance.
• 4) Get started with your campaign. It's easy to do.

The Last-Chance Financial Planning Checklist
Risk-Free GUARANTEE

Advisors who regularly communicate with their clients and demonstrate that they're thinking ahead and monitoring potential new developments in clients' lives enjoy greater success than advisors who don't. That's why I urge you to conduct the Last-Chance Financial Planning Checklist Campaign this fall. And that's why I can make this guarantee:

Use the Last-Chance Financial Planning Checklist Campaign as your chief guide for developing a 4th Quarter client and prospect campaign. Use it for 90 days and follow all the campaign instructions. After 90 days, if you don't feel that your Last-Chance Checklist Campaign satisfied you and your clients, we'll completely refund 100% of your purchase price—guaranteed. Just call and tell us: Phone: 212-343-8760, Ext. 1.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

Best,



Sean M. Bailey
Editor in Chief
Horsesmouth
21 West 38th Street
New York, NY 10018
888-336-6884 ext. 1

P.S. Remember, there's no doubt clients' nerves will be jangled this fall with all the Fiscal Cliff talk. The Last-Chance Checklist Campaign is a simple way to redirect your clients to issues in their own lives that they have control over. They'll be comforted to know they've got you in their corner, regardless of any fiscal crisis in the headlines. Learn more here.

FOR INSTANT SERVICE:
Call Toll Free: 1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760